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Help Center
Reports
Learning & Training Resources
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
JobNimbus Payments
Quickstart
Boards
Engage
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communications
Mobile App
Boards
Calendar
Contacts and Jobs
Documents and Photos
Financials
Forms
Notifications
Tasks
Troubleshooting
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Insights
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
Financials
Estimates
Proposals
Smart Estimates
Invoices
Payments
Budgets
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Angi
ArcSite
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Template Questions
Templates
Workflows
Marketing
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Using JobNimbus
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
Insights
How Do I Troubleshoot My Insights Data?
How Do I Use Insights Filters?
How do I Understand the Insights Business Overview?
How Do My Workflows Work With Insights?
How Does Insights Calculate My Data?
What Are the Essential Elements in Accounts Receivable?
How Do I Subscribe to Insights Pages?
What Can I see on the Completed Jobs Dashboard?
What Are the Main Components of the Insights Beta Workflows Dashboard?
See more
Custom Reports
Is There a Way To Export My Custom Reports?
How Do I Create an Email Inbox From a Custom Report?
How Can I View All Email Activity in JobNimbus?
Where Do I Find My Custom Reports?
What Are the Different Custom Reports I Can Create?
How Do I Filter My Custom Report?
How Do I Organize My Custom Report?
How Do I Add a Calculation to My Custom Report?
How Do I View My Custom Reports?
Can I Configure or Edit Records in Bulk?
See more
Built-in Reports
What Can I See on the Team Activity Report?
Where Do I Find My Built-In Reports?
What Is the Pipeline Report?
What is the Lead Source Report?
